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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,316 | $93,117+22.8% | $77,096+48.3% | $134,532-15.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -24.08% | 62.67%-86.8pp | 42.35%-66.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $3,791 | $3,420+10.8% | $2,814+34.7% | $4,741-20.0% |
| Participant deferral / active EE | $9,583 | $5,241+82.8% | $4,429+116.4% | $6,401+49.7% |
| Admin fee / account holder | $22,413 | $6,948+222.6% | $5,428+312.9% | $11,429+96.1% |